UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178B
AUM Growth
-$3.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,458
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$430M
3
+$423M
4
JPM icon
JPMorgan Chase
JPM
+$417M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$316M

Top Sells

1
+$701M
2
+$549M
3
+$412M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$390M
5
PEP icon
PepsiCo
PEP
+$371M

Sector Composition

1 Technology 10.62%
2 Financials 9.83%
3 Healthcare 7.35%
4 Industrials 6.61%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
$717K ﹤0.01%
20,117
-4,704
3227
$717K ﹤0.01%
23,457
+18,256
3228
$716K ﹤0.01%
40,169
-4,798
3229
$715K ﹤0.01%
49,758
+412
3230
$714K ﹤0.01%
16,482
+3,972
3231
$713K ﹤0.01%
42,188
+22,102
3232
$713K ﹤0.01%
59,481
-33,899
3233
$712K ﹤0.01%
29,917
-27,289
3234
$712K ﹤0.01%
130,805
-4,997
3235
$711K ﹤0.01%
45,707
-64,567
3236
$710K ﹤0.01%
10,759
-2,375
3237
$710K ﹤0.01%
14,633
-1,153
3238
$706K ﹤0.01%
18,974
+18,124
3239
$705K ﹤0.01%
11,873
+9,443
3240
$704K ﹤0.01%
66,934
+3,988
3241
$702K ﹤0.01%
43,204
-3,437
3242
$699K ﹤0.01%
46,590
-10,404
3243
$697K ﹤0.01%
+26,591
3244
$696K ﹤0.01%
30,042
+3,948
3245
$695K ﹤0.01%
9,743
-5,319
3246
$694K ﹤0.01%
10,028
-303
3247
$693K ﹤0.01%
31,203
-35,542
3248
$693K ﹤0.01%
62,224
-39,575
3249
$691K ﹤0.01%
15,276
-3,792
3250
$691K ﹤0.01%
2,031
-430
128 129
130
131 132